OUR TEAM
Leadership Committee
Private Client Group
Shirley Baldwin, CPA, CFP
Senior Managing Director
George Millich
Managing Director, Trusts & Estates
Lindsay Shaffer, CPA, CFP®
Director, Tax
Brenda Vance
Supervisor, Tax
Judith Riley, CPA
Supervisor, Tax
Kristy Everett, CPA
Supervisor, Tax
Rich Ahrens
Senior Associate
Cynthia Miller, CPA
Planning Associate
Dominic Caserio
Planning Associate
Emily Erhart
Planning Associate
Justin Miller
Planning Associate
Melissa Rene
Planning Associate
Rasheed Kahn
Planning Associate
Nico Cefaratti
Planning Associate
Dresden Moll
Trust Services Coordinator
Crystal Stevens
Administrative Assistant, Tax
Erin Barefoot
Administrative Assistant, Tax
Lori Witzigman
Administrative Assistant, Tax
Institutional Consulting Group
Emily Beiswenger
Client Service Associate
Clearstead Advisory Solutions Division
John Hartman
Managing Director
Ellen Anderson
Senior Operations Analyst, Team Lead
Research & Investment Management
Gavin Markham
Analyst, Research
Steve Drum
Associate Portfolio Manager
Reporting & Operations
Administration
Jean Heath
Senior Managing Director, Advisor Solutions National Sales
Don Hess
Managing Director, Daily Investment Operations
Mario Mastroianni, CEPA
Managing Director, Enterprise Business Development
Jackie Nugent
Salesforce CRM, Team Lead
Jack Martinsen
Associate, Corporate Development
Suzanne Morris
Project Manager
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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